eBay (NASDAQ:EBAY) Price Target Raised to $94.00

eBay (NASDAQ:EBAY) had its target price hoisted by Evercore from $93.00 to $94.00 in a research note published on Thursday morning, Marketbeat Ratings reports.

A number of other research analysts have also weighed in on EBAY. Piper Sandler restated an “overweight” rating and issued a $105.00 target price (up previously from $98.00) on shares of eBay in a report on Thursday. Benchmark raised their price objective on eBay from $110.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday. TD Cowen reiterated a “hold” rating on shares of eBay in a research note on Wednesday. President Capital dropped their price target on shares of eBay from $103.00 to $94.00 and set a “buy” rating on the stock in a research report on Friday, December 19th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of eBay in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $96.84.

eBay Stock Up 3.9%

Shares of NASDAQ EBAY opened at $88.07 on Thursday. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92. The company has a 50-day moving average price of $88.30 and a 200-day moving average price of $89.29. The stock has a market capitalization of $39.81 billion, a P/E ratio of 20.25, a P/E/G ratio of 2.06 and a beta of 1.38. eBay has a 1 year low of $58.71 and a 1 year high of $101.15.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The firm’s revenue was up 15.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities research analysts forecast that eBay will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Friday, March 6th. This is an increase from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio (DPR) is 26.67%.

Insider Activity at eBay

In related news, SVP Cornelius Boone sold 4,462 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Julie A. Loeger sold 2,896 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 44,593 shares of company stock worth $3,998,870. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. ABN AMRO Bank N.V. bought a new stake in shares of eBay in the second quarter valued at approximately $235,149,000. Altshuler Shaham Ltd raised its holdings in eBay by 4,452,655.3% during the 4th quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after acquiring an additional 2,092,748 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in shares of eBay by 1,007.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after acquiring an additional 1,992,116 shares in the last quarter. First Trust Advisors LP boosted its holdings in shares of eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after acquiring an additional 1,808,976 shares during the period. Finally, M&G PLC grew its position in shares of eBay by 88.8% in the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after purchasing an additional 1,310,373 shares in the last quarter. Institutional investors own 87.48% of the company’s stock.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

About eBay

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.